Plan Snapshot
- Plan Sponsor: Shadetree Automotive Incorporated
- Sponsor EIN: 330922965
- Sponsor Address: 1635 N. EL CAMINO REAL, SAN CLEMENTE, CA, 92672
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $997,394
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $997,394 | $3,387 | $12,148 |
| 2023 | 6 | $933,219 | $9,023 | $17,050 |
| 2022 | 9 | $796,374 | $22,065 | $17,465 |